Contact information for your customers is stored in the Customer card, and can include all the basic information for the customer, including whether they are a company or an individual. Companies with multiple contacts or addresses can be stored in the Contacts tab of the Customer card, and give you the freedom to store specific information about individuals within that company, or contact information for other locations. You can also assign these Contacts to their own Groups, or create Custom Fields specifically for your Contacts.
Phone Numbers
Up to four phone numbers can be entered in the Phone Numbers section. Phone Numbers are auto-formatted when you tab out of the field.
The Phone Number Type popup menu lets you set the type of the Phone Number, like ‘work’, ‘home’, ‘mobile’, etc.
The radio button beside each number allows you to set the preferred number for contacting this Customer.
Email and Web
The Email and Web fields allow one to store email addresses and web page addresses for a Customer. Clicking the Email or Web labels will open the address with your default email application or web browser.
Addresses
The Billing- and Shipping Addresses for the Customer can be entered in the Address area. A two-line address, City, State/Province, Country and Zip/Postal Code can be entered for each.
Select arrows on the City, State/Province, and Country fields allow you to select an item from pre-defined lists, which can be set up in the City, State/Province, and Country Setup panels. Clicking the Plus icon allows you to add a new item on the fly. Clicking the spiraling arrow icon will paste the Billing info into the Shipping info.
You could create a text Custom Field called "Kids" to record the names of the Customer’s children.
The Contacts tab lists all Contacts entered for this Customer. Multiple Contacts can be used to track information about different people at a company and store multiple addresses associated with those Contacts.
When a Customer with multiple contacts is added to a sales document, a Select arrow appears from which you can select one of the Contacts. If the Contact has an associated address, a dialog box will ask whether you would like to use the alternate address as the Billing or Shipping Address on the sales document.
Adding a New Contact
Click the New button to enter a new Contact on the Contacts drawer. All Customer Contact Custom Fields set up in the Custom Fields setup panel show up in the Options Tab of the Contacts drawer. Custom Fields can be created as text , date, or checkbox fields. Contacts can also be assigned to Customer Groups.
Editing and Deleting a Contact
To edit a Contact, double-click the Contact in the Contacts list or select the Contact and click the Edit button. To delete a Contact, select the Contact and click the Delete button.
Importing Contacts
Contacts can be imported into LightSpeed using Import Customer Contacts in LightSpeed Import Tools. More details can be found in the Importing article.
LightSpeed can store 256 x 256 pixel JPEG photos of your Customers. Drag a JPEG file to the Photo drawer, opened by clicking the Photo button, and the photo will be scaled and saved to the database. This photo can be dragged from your desktop, or directly from a web page. To remove the photo, click the ‘X’ button. If you have an iSight camera, you can click the image area to activate it, and press the space bar to capture an image you can then save to the Customer card.
